Documents
Last updated
Last updated
Document Templates are intended for documents that are continuous, with review cycles and versions associated with it. They are classified by this icon.
Some common examples are (but not limited to): an SOP, HSE, or Risk Assessment Template.
You can access all Documents Templates from the templates tab, in the navigation bar on the left hand side.
Once you have completed your Document Tempalte, clicking on the button in the top right corner changes the state of the document to published — this also creates a Template of your document.
Click on to create an Instance of this template — subsequent documents created will also inherit a continuous lifecycle, with the all the settings configured above.
In the "Fields" tab, add relevant Fields that all Documents should contain.
In the "Documents" tab, specify naming conventions for all Documents created from this Document Template.
In the "Documents" tab, specify the review cycle for all Documents created from this Document Template.
